Job Overview
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Job Description
About the Role
Our client is seeking experienced professionals in securities, commodities, and financial services sales to contribute domain expertise to a research initiative in collaboration with a leading AI lab. This engagement focuses on analyzing real-world workflows, common client interactions, and industry-standard practices within financial services sales. Your insights will help inform structured research and model training efforts related to financial services environments. This is a short-term, project-based opportunity for experienced industry professionals interested in contributing to applied AI research.
Key Responsibilities
- Develop structured examples reflecting common requests, workflows, and scenarios within securities and financial services sales
- Create domain-relevant task descriptions and explanatory materials based on professional experience
- Review and refine sample outputs for clarity, realism, and technical accuracy
- Provide written insights into industry terminology, regulatory considerations, and sales processes
- Ensure all contributions are generalizable and do not include confidential or proprietary information
Ideal Qualifications
- 4+ years of professional experience in securities, commodities, or financial services sales
- Strong understanding of financial products, client communication practices, and regulatory awareness
- Excellent written communication skills with strong grammar and attention to detail
- Ability to translate real-world experience into clear, structured documentation
- Comfortable working independently in a remote, project-based setting
Engagement Details
- Expected workload: ~15 hours per week (may scale up to 30+ hours depending on project needs)
- Estimated duration: 3–4 weeks
- Project start: Immediate
- Fully remote and asynchronous
Key skills/competency
- Financial Services Sales
- Securities & Commodities
- AI Research Contribution
- Workflow Analysis
- Client Interaction Protocols
- Regulatory Awareness
- Structured Documentation
- Excellent Written Communication
- Domain Expertise
- Independent Work
How to Get Hired at Taskify AI
- Research Taskify AI's mission: Study their commitment to innovation and AI research.
- Highlight financial expertise: Customize your resume to showcase securities, commodities, and financial sales experience.
- Emphasize AI contribution: Tailor your application to reflect interest in applied AI research.
- Showcase communication skills: Provide examples of translating complex industry knowledge into clear documentation.
- Prepare for project-based work: Demonstrate your ability to work autonomously and manage project timelines effectively.
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